Move new clients from first enquiry to advice with the fact-find gathered and nothing falling through the cracks.
Financial planning runs on a long, document-heavy onboarding: a fact find to complete, statements and policies to collect, follow-ups that have to land at the right moment. When that lives in inboxes and spreadsheets, prospects go cold and good clients wait too long. CRMandGo comes preconfigured for planning with the pipeline stages, terminology and document checklists you need, captures every enquiry, and collects client information through a branded portal, so onboarding is structured instead of scattered.
Pipeline stages from enquiry through fact find, advice and ongoing review, with planning terminology and document checklists ready from the start.
Clients upload statements, super details and policy documents into a secure branded portal, so you assemble a complete fact find without the constant email chase.
Send a tailored online form to gather goals, circumstances and existing arrangements before the first meeting, with answers attaching directly to the client's record.
Every enquiry is scored and summarised, so you can focus on the prospects who fit your practice and arrive at the first appointment already across their situation.
An AI receptionist captures and triages enquiries over web chat and SMS and texts back missed calls, turning after-hours interest into a tracked lead.
Describe the accountants, mortgage brokers and centres of influence who refer clients and AI suggests partners to approach, send a tiered referral agreement to sign electronically or export as a PDF, and record the agreed fee automatically, flat, percentage or tiered, whenever a referred client engages.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is kept onshore in Sydney, under the Australian Privacy Principles. Start free, no card needed.
Yes. It comes with a financial planning pack covering the pipeline stages from enquiry through fact find, advice and review, plus document checklists for the information you collect. You can tailor the stages and labels to suit your practice.
Yes. CRMandGo is Australian-owned and stores all data in Sydney, in line with the Australian Privacy Principles. Your clients' sensitive financial information stays in Australia.
Each client gets a branded portal to upload their own documents against a checklist, and you can send smart intake forms to capture their goals and circumstances up front. Everything attaches to their record, so you assemble the fact find without the back and forth.
Start your 14-day free trial. No card needed.
Start free trial